See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,031 | $85,766-67.3% | $136,294-79.4% | $70,131-60.0% |
| Participation rate | 75.5% | 74.2%+1.4pp | 81.9%-6.4pp | 69.5%+6.0pp |
| Annual return | 23.10% | 31.45%-8.4pp | 5155.94%-5132.8pp | 73.14%-50.0pp |
| Employer contribution / active EE | $2,778 | $2,966-6.3% | $4,695-40.8% | $2,342+18.6% |
| Participant deferral / active EE | $5,531 | $5,051+9.5% | $6,247-11.5% | $3,332+66.0% |
| Admin fee / account holder | $1,636 | $5,420-69.8% | $9,243-82.3% | $4,645-64.8% |